Mark J. Alaimo

LCW PLANNING AND INVESTMENTS

LAWRENCE, MA 01840

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CRD#: 5492464

Professional summary

Mark Joseph Alaimo, CFP® is a registered financial advisor currently at LCW PLANNING AND INVESTMENTS, LLC located in Lawrence, Massachusetts.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mark has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Joseph Alaimo's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 9, 2025 - Present

LCW PLANNING AND INVESTMENTS, LLC

Office #1: 303 Canal Street, Lawrence, MA 01840

RIA

CRD#: 338407

LAWRENCE, MA

Past

November 21, 2017 - October 2, 2018

BAINCO INTERNATIONAL INVESTORS LLC

RIA

CRD#: 106053

BOSTON, MA

Past

February 6, 2017 - November 9, 2017

LION STREET ADVISORS, LLC

RIA

CRD#: 167610

NEWTON, MA

Past

October 4, 2016 - February 2, 2017

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Newton, MA

Past

December 23, 2015 - August 9, 2016

TWIN FOCUS CAPITAL PARTNERS, LLC

RIA

CRD#: 140522

BOSTON, MA

Past

February 28, 2008 - October 16, 2014

WEALTH MANAGEMENT ADVISORS, LLC

RIA

CRD#: 117764

TEWKSBURY, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/9/2025)

IAR

New Hampshire
(10/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2007

Uniform Investment Adviser Law Examination

Current Firm

LCW PLANNING AND INVESTMENTS, LLC

CRD#: 338407 / SEC#:

Massachusetts

Registered Investment Advisory firm - (10/9/2025 Approved)

New Hampshire

Registered Investment Advisory firm - (10/30/2025 Approved)

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Contact information

Main Address

303 Canal Street, Lawrence, MA 01840

Mailing Address

Phone number

(978) 689-8822

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Mark J. Alaimo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Joseph Alaimo's CRS (Customer Relationship Summary).

Certified licenses

Experience

LCW PLANNING AND INVESTMENTS, LLC

BAINCO INTERNATIONAL INVESTORS LLC

LION STREET ADVISORS, LLC

KESTRA ADVISORY SERVICES, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC

WEALTH MANAGEMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2007

Current Firm

LCW PLANNING AND INVESTMENTS, LLC

Contact information

Documents

Red Flags

Company Information

LCW PLANNING AND INVESTMENTS, LLC

TRUST BUT VERIFY

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